Attention: Healthcare and IT Professionals

Have You Been Searching For Ways To Diversify Taxes, Eliminate Debt, Protect Assets, and Increase Your Spendable Income?

Tom Sunny has been around the financial services industry his entire life. After witnessing the benefits it has provided people in his community through the work of his father’s career, he was inspired to continue the legacy and help make a greater impact. Tom has the experience, credentials, and insight to provide the financial planning guidance needed to thrive in today's world. His focus is to share proven financial strategies that allow his clients to realize their full financial potential by ensuring the highest and best use of every dollar at work within their overall plan. As a fiduciary, everything Tom does is in his client’s and future client’s best interest

Hello this is Tom Sunny. 

I’m a financial advisor and planner based out of the Chicago land area, but operate a thriving practice virtually across the country.

I work very hard to make sure my clients and community are properly educated about financial concepts and tools that they usually wouldn’t be familiar with.

Most of the work I do involves tax diversification strategies, debt elimination, and helping to increase current or future spendable income. 

Taxes in the US are currently at all time lows… it doesn’t feel like it right? But if I were to ask you, where do you think they’re going in the future, up or down? What would you say? Most experts are predicting that they will have to increase. 

I help people keep more of their hard-earned money, instead of paying more to Uncle Sam. 

The majority of the people I work with are Healthcare and IT professionals in many different sectors of each industry.

I have found that the majority of these professionals are smart, responsible, and really good at what they do, but aren’t usually experts in these specific areas of financial planning, which is completely okay, since that is where I come in to fill that gap of comfort and expertise.

If you are interested in learning more or would like a second opinion, please let me know or feel free to schedule a 15 minute initial call to see how we can potentially improve you and your family’s financial future. 

Thank you for watching and have a wonderful day!

 

Frequently Asked Questions

Here are a few answers to our most common questions

What if I already have a Financial Advisor?

To be clear, I will never undo any of the good work that you have already done or have been guided on. Rather I focus on helping clients find strategies to eliminate debt and reduce taxes, so that they can free up more spendable income to support their current lifestyle and future retirement goals. So even if you already have a financial advisor I still invite you to schedule your 15-minute phone call to give you additional insights and perspective that they may not have shared with you.

What if I already have a CPA?

That's great! I'm not a CPA and am not looking to replace them. Instead, I focus on the impact of taxes on not only current income and investments, but how to strategically minimize taxes and create more spendable income for you and your family in the years to come.

I'm a W-2 employee. Is this for me?

Absolutely. I work with W-2 employees, 1099 Contractors, as well as Business Owners

What are you trying to sell?

That's a great question and I'm glad you asked. Quite honestly I don't know enough about your situation to know what solutions would be appropriate for you. What I've found is for most people a lack of financial literacy prohibits them from achieving true wealth. Schedule your 15-minute call and share with me what your biggest financial concerns are for you and your family. At that point we can determine if I can be a resource for you or not.

Is there a fee?

I believe that everyone should have the opportunity to see if they can improve their financial position without any up-front costs or charges. This 15-minute call is a no-obligation call to say hi, and see whether I can be a resource for you, either now or in the future.

I'm in between jobs. Is this for me?

Possibly. I often work with individuals that are in between jobs to assist them with knowing what do with their retirement benefits and existing accounts. If that describes you then YES!

I'm about to retire. Is this for me?

Absolutely. I specialize in retirement income planning. I have found that most people do a pretty good job at saving for retirement but may not have a full plan for what to do with those accounts after retirement. I help retirees minimize the taxes that they will owe on their incomes - especially when accounting for social security and required minimum distributions on their IRA and 401k accounts.

Do you have any references?

Yes, I have plenty of references. Due to financial regulations, I'm not able to provide them online, but I can provide them to you at the appropriate time.

 

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